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How to display live and backtested results in a single table or chart

Regulations may require you to display backtested and live data in a single table or chart. In our fund factsheets you can achieve this with two clicks.

Example 1: Monthly Performance table

You can differentiate backtested and live data by color, including annual returns.

Example 2: VAMI chart

You can differentiate backtested and live data by color and the text with the start of live trading data is automatically added.

VAMI chart

Other supported charts: Drawdown, Down Capture, Monthly Returns, Cumulative Monthly Returns, Annual Performance.

To set up live-trading period:

1) Go to More information / Other Program Terms in the right frame

2) Choose the live-trading start date in “Live Trading Date” field

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